Plan for Your Future Now
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When it’s a matter of planning for the future of your business, realizing the need to take greater control over your business' financial life is the first step. Choosing someone who has the ability and resources to best address those needs is the next. That's where Aubrey Vaughn comes in.
As the Director of Business & Estate Planning, Aubrey will listen, clarify and help prioritize your goals and aspirations before developing a financial strategy designed to help you achieve your vision for the future. Aubrey is also a fee-based advisor. He is compensated for the time and expertise put into designing and creating your personal financial plan. Aubrey works with business owners in the Atlanta and greater Atlanta area.
Let Aubrey Vaughn help you ensure your financial future is all you want it to be.
The Planning Process
Aubrey uses the following steps when working with clients:
- Discovery
Learn about your business, your personal financial objectives and help clarify your goals.
- Analysis
Evaluate the various options that would accomplish your business and estate planning goals.
- Plan Design
Work with you and your other advisors to design a customized plan.
- Plan Implementation
Coordinate estate and business planning strategies, review plan documents, and recommend appropriate solutions to complete the plan.
- Review & Plan Service
Follow up to make certain your plan remains current and is updated as circumstances or objectives change.
Meet the Business Markets Team
Aubrey Vaughn and the Goodwin, Wright Office understands the financial issues that business owners are facing. Whether it is risk management, business succession, executive financial security planning, Aubrey leads the Business Markets Team in designing integrated solutions to meet your needs.
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